Richardson Capital Management LLC Purchases in Q1 2025

Richardson Capital Management LLC

  • $160 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
37
New
$94.84 - $105.31 $3.51K - $3.9K
37 $3.57M
AVY
Avery Dennison Corp

Industrials
20
New
$174.58 - $195.91 $3.49K - $3.92K
20 $3.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
235
+ 11.83%
$102.49 - $119.96 $24.1K - $28.2K
2.22K $232M
XLI
Industrial Sector Spdr

ETFs
25
New
$128.78 - $141.67 $3.22K - $3.54K
25 $3.28M
Ftc Solar Inc
1.03K
New
N/A
1.03K $2.96M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
16
New
$175.5 - $209.86 $2.81K - $3.36K
16 $2.9M
KD
Kyndryl Holdings, Inc.

Technology
86
New
$31.32 - $43.45 $2.69K - $3.74K
86 $2.7M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
42
New
$55.05 - $58.37 $2.31K - $2.45K
42 $2.34M
XLP
Consumer Staples Sector Spdr

ETFs
26
New
N/A
26 $2.12M
XLE
Energy Sector Spdr

ETFs
22
New
$85.7 - $93.96 $1.89K - $2.07K
22 $2.06M
OGN
Organon & Co.

Healthcare
121
New
$14.29 - $16.41 $1.73K - $1.99K
121 $1.8M
XOM
Exxon Mobil Corp

Energy
15
New
$105.44 - $118.93 $1.58K - $1.78K
15 $1.78M
XLU
Utilities Sector Spdr

ETFs
20
New
$74.7 - $80.27 $1.49K - $1.61K
20 $1.58M
V
Visa Inc.

Financial Services
4
New
$306.92 - $362.71 $1.23K - $1.45K
4 $1.4M
TDG
Trans Digm Group Inc

Industrials
1
New
$1251.32 - $1394.11 $1.25K - $1.39K
1 $1.38M
DXCM
Dexcom Inc

Healthcare
20
New
$67.74 - $90.75 $1.35K - $1.82K
20 $1.37M
ABBV
Abb Vie Inc.

Healthcare
6
New
$169.2 - $216.66 $1.02K - $1.3K
6 $1.26M
NFLX
Netflix Inc

Communication Services
1
+ 20.0%
$828.4 - $1058.6 $828 - $1.06K
6 $5.6M
UNH
Unitedhealth Group Inc

Healthcare
2
New
$461.52 - $548.18 $923 - $1.1K
2 $1.05M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5
+ 2.48%
$78.97 - $85.82 $395 - $429
207 $17.2M
Grayscale Ethereum Mini ETF
58
New
N/A
58 $999K
XLRE
Select Sector Spdr Tr Real Est

ETFs
23
New
$39.18 - $43.52 $901 - $1K
23 $963K
MNST
Monster Beverage Corp

Consumer Defensive
15
New
$46.16 - $58.58 $692 - $879
15 $878K
LLY
Eli Lilly & CO

Healthcare
1
New
$725.72 - $929.72 $726 - $930
1 $826K
USB
Us Bancorp \De\

Financial Services
18
New
$40.92 - $50.9 $737 - $916
18 $760K
PG
Procter & Gamble CO

Consumer Defensive
4
New
$158.56 - $176.26 $634 - $705
4 $682K
TT
Trane Technologies PLC

Industrials
2
New
$332.0 - $400.86 $664 - $802
2 $674K
PLD
Prologis, Inc.

Real Estate
6
New
$103.59 - $124.04 $622 - $744
6 $671K
FISV
Fiserv Inc

Technology
3
New
N/A
3 $662K
CMI
Cummins Inc

Industrials
2
New
$312.92 - $386.07 $626 - $772
2 $627K
UBER
Uber Technologies, Inc

Technology
8
New
$63.17 - $81.49 $505 - $652
8 $583K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
New
$497.6 - $606.74 $498 - $607
1 $498K
XLB
Select Sector Spdr Fd Material

ETFs
5
New
$83.19 - $90.99 $416 - $455
5 $430K
NEE
Nextera Energy Inc

Utilities
6
New
$66.96 - $76.16 $402 - $457
6 $425K
BX
Blackstone Inc.

Financial Services
3
New
$136.53 - $186.74 $410 - $560
3 $419K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4
New
$91.45 - $91.75 $366 - $367
4 $367K
PANW
Palo Alto Networks Inc

Technology
2
New
$167.82 - $208.28 $336 - $417
2 $341K
AMGN
Amgen Inc

Healthcare
1
New
$258.59 - $327.36 $259 - $327
1 $312K
HOG
Harley Davidson, Inc.

Consumer Cyclical
2
+ 1.09%
$24.13 - $30.02 $48.3 - $60
185 $4.66M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 1.16%
$96.3 - $112.23 $96.3 - $112
87 $8.46M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 1.0%
$524.81 - $672.19 $525 - $672
101 $55.2M
PAVE
Global X Fds Us Infrastructure

ETFs
494
+ 5.95%
$37.31 - $43.82 $18.4K - $21.6K
8.8K $332M
IETC
Ishares U S ETF Tr

ETFs
68
+ 7.34%
$74.94 - $89.98 $5.1K - $6.12K
994 $74.5M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.15%
$96.93 - $109.51 $96.9 - $110
680 $66.7M
DIS
Walt Disney CO

Communication Services
6
+ 1.38%
$96.87 - $114.0 $581 - $684
442 $43.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.31%
$192.82 - $222.1 $193 - $222
321 $61.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17
+ 0.31%
$21.23 - $23.75 $361 - $404
5.5K $118M
IWS
Ishares Russell Midcap Value E

ETFs
23
+ 0.78%
$122.59 - $135.24 $2.82K - $3.11K
2.99K $377M
CARR
Carrier Global Corp

Industrials
7
+ 0.33%
$62.07 - $70.55 $434 - $494
2.12K $135M
Activity Summary
Buys All Purchases 164 New Holdings 110 Increased Positions 54 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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